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Schwab CA Tax-Free Bond (SWCAX)

On Dec 8: 11.51   0.01 (0.09%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2004): 5.02% Worst 1 Yr Total Return (2008): -1.05% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SWCAX Category Alpha (against Standard Index) -0.51 -1.01 Beta (against Standard Index) 0.71 0.78 Mean Annual Return 3.18 0.24 R-squared (against Standard Index) 96 82.58 Standard Deviation 4.33 5.19 Sharpe Ratio 0.19 N/A Treynor Ratio 1.07 N/A 5 Years Statistic SWCAX Category Alpha (against Standard Index) -0.44 -1.07 Beta (against Standard Index) 0.74 0.82 Mean Annual Return 3.42 0.24 R-squared (against Standard Index) 96 83.89 Standard Deviation 3.66 4.43 Sharpe Ratio 0.12 N/A Treynor Ratio 0.54 N/A 10 Years Statistic SWCAX Category Alpha (against Standard Index) -0.05 -0.89 Beta (against Standard Index) 0.92 0.80 Mean Annual Return 5.38 0.35 R-squared (against Standard Index) 89 85.79 Standard Deviation 4.55 4.01 Sharpe Ratio 0.53 N/A Treynor Ratio 2.62 N/A
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